The Funds Screener allows you to search for Mutual Funds using custom filters that you apply. NOTE: The Funds screener is only available for the U.S. and Canadian Markets.
Main features of the Screener include:
- Ability to add various filters, based on over 150 different data points, with hundreds of different combinations.
- Save a Screener: When you've defined filters that you want to use again, save the screener. A free My Barchart acc ount allows you to save one custom screener. A Barchart Plus membership lets you save up to 10 custom screeners, while a Barchart Premier Membership allows unlimited custom screeners. Barchart Plus and Premier also allows you to save a screener with your preferred view and sort, so the next time you access it, it's formatted exactly as you want.
- Load a Saved Screener: Select a previously saved set of Screener filters to view today's results.
- Load a Barchart Screener: Select a sample screener provided by Barchart. You can modify the filters and save your new screener to your account.
- Save the Results to a Watchlist: You may save up to 1000 symbols from your Screener results to a new Watchlist, or append the results to an existing Watchlist.
- View the Results using any Custom View: Once on the results page, you may change your view to the "Filter" view (showing you the fields you've screened for), or any of your saved Custom Views.
- View the Results using Flipcharts: Page through charts of the symbols on the results page.
- Download the Results: Download up to 1000 results to a .csv file. (Barchart Premier Members can download up to 5000 screener results.) The Download will also pull all of the< data fields present on the View you use. A free site membership allows you to download 1 file daily; Barchart Plus Members can download up to 10 files, and Barchart Premier Members may download up to 1000 .csv files per day.
Note: Due to licensing restrictions, Canadian fundamental data cannot be downloaded from Barchart.com. You will see "N/L" in a downloaded column when this is the case. - Automatic Screener Emails: This option is available only for Barchart Premier Members. When you save a screener, you can opt to receive the top 10, 25, or 50 results via email along with an optional .csv file of the top 1000 results. Emails can be sent Overnight (3:00am CT), Market Open (9:00am CT), Mid-Day (12:00pm CT), and End-of-Day (4:45pm CT), and Monday through Friday.
Note: When selecting the Filter View for your Screener email, a filter must identify a specific search value in order for it to be included in the email.
SET FILTERS TAB
The "Filter Display" check boxes allows you to select basic fields to also appear on the Results tab when using the "Filter" View.
- To view the results of your screener, click the RESULTS tab at the top of the page or the SEE RESULTS button.
- To clear out all of the filters, click the RESET button.
Searching For Filters
The Screener lets you either find filters using the different filter categories, or you may search for a filter by entering a keyword in the search box. Filters with the keyword in their description are displayed, allowing you to choose the one you want. Once you choose a filter, you must still "Add" the filter to the screener.
Reordering Filters
Once filters are added, you may drag and drop them in the SET FILTERS tab to reorder the way they appear on the RESULTS tab (when using the Filters View). Each filter you add has the "Order" icon which is used to reposition it.
Deleting Filters
To remove a filter from your screener, click the checkbox to the left of the filter name, then click the red "Delete" button at the top of the column. You may also select all filters for deletion by clicking the checkbox at the top of the column, which selects ALL filters for deletion. You will be asked to confirm your decision to delete.
Filters
Each filter presents different options on which to screen. Many give you the option to enter a greater than or less than "value", or to enter a range of "values":
- Last Price => greater than [value] => 10.00
- High Price => between [values] => 30.00 and 40.00
Other filters allow you to identify additional criteria and compare the data to another 'field":
- Price Change => 1-Month => greater than [field] => 6-Month Price Change
- 50-Day Moving Average => less than [field] => Last Price
The New High Date and New Low Date filters allow you to enter a specific date range, or you can perform a screen relative to the current date.
- New 5-Day High Date made within the last session
- New 52-Week Low Date made within the last 2-weeks
Still other filters ask you to identify a specific value defined in our database:
- Opinion => Trend Seeker® => Buy
RESULTS TAB
The total number of results from the filters you've added are shown at the top left of the screener. Your free My Barchart account allows you to view only the first 20 results of any screener, while a Barchart Plus or Barchart Premier membership allows you to view all the results.
NOTE: Equities that have not traded in the last 7 days are automatically filtered out of the screener. You may:
- Change the View
- Go back to the Filters tab to add new criteria
- Save the Screener (this saves the filters; not the results)
- Save as a Watchlist (this saves the results, not the filters)
- View Flipcharts
- Download the results
Note: Mutual Funds technical analysis and data tables are inclusive of dividends / distributions.
